Exclusive: 15 Big Changes Made By HP's Top PC And Printing Exec

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"The second wave [of innovation] is looking through the minefield of things that are sort of hot. They have not yet fully developed -- things like 3-D printing, things like wearables, and the Internet of things -- lots of hype and buzz and not necessarily very developed or large markets today. But they might be the wave that the next surfers want to paddle out to get on. So having a point of view on where we would invest in a very disciplined wave in that second wave was something that we had to do [and have done] across our personal systems business."